Ipswich Investment Management’s Applied Materials AMAT Stock Holding History

Ipswich Investment Management’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.33M	Hold	7,366	–	–	1.12%	30
2026 Q1	$2.52M	Hold	7,366	–	–	0.59%	42
2025 Q4	$1.89M	Hold	7,366	–	–	0.44%	54
2025 Q3	$1.51M	Sell	7,366 -230	-3%	-$41.7K	0.35%	63
2025 Q2	$1.39M	Hold	7,596	–	–	0.34%	66
2025 Q1	$1.1M	Sell	7,596 -20	-0.3%	-$3.36K	0.27%	76
2024 Q4	$1.24M	Sell	7,616 -10	-0.1%	-$1.81K	0.3%	70
2024 Q3	$1.54M	Sell	7,626 -15	-0.2%	-$3.08K	0.36%	65
2024 Q2	$1.8M	Sell	7,641 -200	-3%	-$42.9K	0.42%	52
2024 Q1	$1.62M	Buy	7,841 +165	+2%	+$30.3K	0.38%	64
2023 Q4	$1.24M	Sell	7,676 -200	-3%	-$29.4K	0.31%	74
2023 Q3	$1.09M	Hold	7,876	–	–	0.3%	78
2023 Q2	$1.14M	Hold	7,876	–	–	0.3%	80
2023 Q1	$967K	Sell	7,876 -445	-5%	-$51.1K	0.26%	90
2022 Q4	$810K	Sell	8,321 -250	-3%	-$24K	0.23%	97
2022 Q3	$702K	Sell	8,571 -4,280	-33%	-$413K	0.22%	98
2022 Q2	$1.17M	Buy	12,851 +1,440	+13%	+$158K	0.34%	83
2022 Q1	$1.5M	Sell	11,411 -790	-6%	-$109K	0.37%	76
2021 Q4	$1.92M	Buy	12,201 +65	+0.5%	+$9.42K	0.45%	63
2021 Q3	$1.56M	Buy	12,136 +340	+3%	+$46.2K	0.4%	74
2021 Q2	$1.68M	Buy	11,796 +800	+7%	+$107K	0.43%	66
2021 Q1	$1.47M	Buy	10,996 +5,750	+110%	+$634K	0.41%	66
2020 Q4	$453K	Hold	5,246	–	–	0.14%	115
2020 Q3	$312K	Buy	5,246 +600	+13%	+$37.1K	0.1%	139
2020 Q2	$281K	Hold	4,646	–	–	0.1%	139
2020 Q1	$213K	Sell	4,646 -300	-6%	-$17.2K	0.08%	150
2019 Q4	$302K	Hold	4,946	–	–	0.09%	152
2019 Q3	$247K	Hold	4,946	–	–	0.08%	160
2019 Q2	$222K	Sell	4,946 -100	-2%	-$4.21K	0.07%	167
2019 Q1	$200K	Sell	5,046 -280	-5%	-$10.6K	0.07%	175
2018 Q4	$174K	Sell	5,326 -74	-1%	-$2.54K	0.06%	170
2018 Q3	$209K	Buy	+5,400	New	+$239K	0.07%	162
2018 Q2	–	Sell	-14,900	Closed	-$829K	–	86
2018 Q1	$829K	Buy	14,900 +295	+2%	+$16.4K	0.35%	73
2017 Q4	$747K	Buy	14,605 +100	+0.7%	+$5.42K	0.32%	78
2017 Q3	$756K	Buy	+14,505	New	+$656K	0.34%	77

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Ipswich Investment Management's AMAT Position: Q2 2026 in Review

Ipswich Investment Management held its Applied Materials (AMAT) position steady in Q2 2026 at 7,366 shares worth $5.33M. The position accounts for 1.12% of the portfolio, ranked #30.

Ipswich Investment Management first reported a position in AMAT in Q3 2017 and has held it in 35 quarters since. 1,154 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Ipswich Investment Management held 7,366 shares of Applied Materials worth $5.33M as of Q2 2026.
Ipswich Investment Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 1.12% of Ipswich Investment Management's portfolio in Q2 2026, its #30 holding.
Ipswich Investment Management first reported a position in Applied Materials in Q3 2017 and has held it in 35 quarters since.
1,154 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.